Finance English
Investment

O que e Universo de investimento?

Universo de investimento The complete set of securities or assets from which a portfolio manager can select when constructing an investment portfolio, typically defined by mandate, strategy, or benchmark.

Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework

How is “Universo de investimento” Used in Practice?

O universo de investimento do fundo é limitado a ações de mercados desenvolvidos e títulos de grau de investimento.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

O que e Universo de investimento?

The complete set of securities or assets from which a portfolio manager can select when constructing an investment portfolio, typically defined by mandate, strategy, or benchmark.

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